Financial Planning Client Success Lead | Flexible Hours (City of Gold Coast)

Financial Planning Client Success Lead | Flexible Hours (City of Gold Coast)

11 Oct
|
Bentley Recruitment
|
City of Gold Coast

11 Oct

Bentley Recruitment

City of Gold Coast

Bentley Recruitment is seeking a capable financial planning support qualified on the Gold Coast to join a high performing advice team. You will manage client service delivery, prepare documentation, maintain workflow accuracy, and assist advisers with strategy development.

This role offers exposure to the full advice process and is ideal for progression into paraplanning, a PY pathway, or a senior support position, with ongoing training and career development opportunities.

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📌 Financial Planning Client Success Lead | Flexible Hours (City of Gold Coast)
🏢 Bentley Recruitment
📍 City of Gold Coast

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